Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$53.1M 0.01%
1,088,162
+33,180
1202
$52.9M 0.01%
1,442,827
+358,367
1203
$52.8M 0.01%
1,403,118
-549,783
1204
$52.8M 0.01%
431,829
-4,686
1205
$52.7M 0.01%
637,631
-1,299,671
1206
$52.7M 0.01%
353,933
-22,863
1207
$52.6M 0.01%
1,600,077
+102,849
1208
$52.5M 0.01%
332,186
-197,317
1209
$52.4M 0.01%
2,839,736
+1,367,472
1210
$52.3M 0.01%
396,004
-109,416
1211
$52.1M 0.01%
544,823
+25,967
1212
$52M 0.01%
367,078
-8,816
1213
$52M 0.01%
1,172,989
-666,762
1214
$51.8M 0.01%
1,155,856
-118,740
1215
$51.7M 0.01%
1,335,132
-43,313
1216
$51.6M 0.01%
16,603,316
+7,850,584
1217
$51.6M 0.01%
976,543
-78,871
1218
$51.5M 0.01%
2,541,457
+281,075
1219
$51.5M 0.01%
1,007,454
+45,080
1220
$51.3M 0.01%
163,929
+25,342
1221
$51.3M 0.01%
911,204
+11,550
1222
$51.1M 0.01%
411,887
-45,498
1223
$51.1M 0.01%
992,183
-1,504,031
1224
$51M 0.01%
447,705
-5,331
1225
$50.8M ﹤0.01%
2,787,076
-395,699